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VSCAX vs WPGTX
VSCAX vs WPGTX Comparison
Open Charts VSCAX vs WPGTX
Invesco Small Cap Value A
Price$25.21
Change-$0.10 (-0.40%)
VolumeN/A
Net Assets7.23B
WPG Partners Small Cap Value Div Fund
Price$20.18
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets32.28M
VSCAX vs WPGTX Comparison Chart in %
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VSCAX vs. WPGTX commentary
Aug 31, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VSCAX is a Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.23B vs. WPGTX (32.3M). WPGTX pays higher dividends than VSCAX: WPGTX (0.75) vs VSCAX (0.32). VSCAX was incepted earlier than WPGTX: VSCAX (26 years) vs WPGTX (53 years). WPGTX (1.27) is less costly to investors than VSCAX (1.12). WPGTX is a more actively managed with annual turnover of: 74.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than WPGTX: VSCAX (1000) vs WPGTX (100000). VSCAX annual gain was more profitable for investors over the last year : 6.86 vs. WPGTX (-3.05). VSCAX return over 5 years is better than : 112.50 vs. WPGTX (71.89).
| VSCAX | WPGTX | VSCAX / WPGTX | |
| Total Expense Ratio | 1.12 | 1.10 | 102% |
| Annual Report Gross Expense Ratio | 1.12 | 1.27 | 88% |
| Fund Existence | 26 years | 53 years | - |
| Gain YTD | 7.231 | 4.451 | 162% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.23B | 32.3M | 22,390% |
| Annual Yield % from dividends | 0.32 | 0.75 | 43% |
| Returns for 1 year | 6.86 | -3.05 | -225% |
| Returns for 3 years | 42.05 | 2.75 | 1,528% |
| Returns for 5 years | 112.50 | 71.89 | 157% |
| Returns for 10 years | 40.69 | 42.27 | 96% |
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